HMS Capital Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

HMS Capital Management’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-12,000	Closed	-$715K	–	119
2019 Q4	$715K	Hold	12,000	–	–	0.3%	78
2019 Q3	$671K	Hold	12,000	–	–	0.25%	102
2019 Q2	$670K	Hold	12,000	–	–	0.29%	86
2019 Q1	$647K	Hold	12,000	–	–	0.28%	94
2018 Q4	$558K	Hold	12,000	–	–	0.28%	91
2018 Q3	$662K	Hold	12,000	–	–	0.33%	88
2018 Q2	$636K	Buy	+12,000	New	+$632K	0.36%	73

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HMS Capital Management's IWR Position: Q1 2026 in Review

HMS Capital Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 4,393 shares worth $427K. The position accounts for 0.17% of the portfolio, ranked #86.

HMS Capital Management first reported a position in IWR in Q3 2017 and has held it in 35 quarters since. The position peaked at $2.94M in Q4 2018. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

HMS Capital Management held 4,393 shares of iShares Russell Mid-Cap ETF worth $427K as of Q1 2026.
HMS Capital Management left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.17% of HMS Capital Management's portfolio in Q1 2026, its #86 holding.
HMS Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2017 and has held it in 35 quarters since.
HMS Capital Management's iShares Russell Mid-Cap ETF position peaked at $2.94M in Q4 2018.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on HMS Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.